Lido Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.48M | Buy |
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|
2025
Q2 | $756K | Sell |
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|
2025
Q1 | $3.29M | Sell |
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|
2024
Q4 | $3.78M | Buy |
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|
2024
Q3 | $3.49M | Sell |
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|
2024
Q2 | $4.61M | Sell |
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|
2024
Q1 | $5.56M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $22.4M | Buy |
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|
2023
Q2 | $8.38M | Buy |
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|
2023
Q1 | $5.63M | Buy |
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|
2022
Q4 | $898K | Buy |
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|
2022
Q3 | $774K | Sell |
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|
2022
Q2 | $823K | Sell |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $991K | Buy |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $964K | Buy |
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|
2020
Q4 | $848K | Buy |
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|
2020
Q3 | $672K | Sell |
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|
2020
Q2 | $637K | Buy |
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|
2020
Q1 | $508K | Buy |
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|
2019
Q4 | $604K | Buy |
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|
2019
Q3 | $558K | Sell |
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|
2019
Q2 | $574K | Buy |
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|
2019
Q1 | $283K | Buy |
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